Looking at the 1000 stocks listed in Bursa, I believe glove counters are the only companies certain to make huge profit with high profit margin in next 2-3 quarters in this global pandemic event.

WHO cautions against prematurely authorizing a vaccine


WHO warns that ‘no country can just pretend the pandemic is over’

https://www.cnbc.com/2020/08/31/coronavirus-who-warns-that-no-country-can-just-pretend-the-pandemic-is-over.html

Europe sees sharp rise in the number of new coronavirus cases, as Spain and Russia infections spike

https://www.cnbc.com/2020/09/01/europe-coronavirus-resurgence-spain-and-russia-see-infections-spike.html

Yes.
Very much agreed.

At the end of the day, the counter that produce good result for revenue and profit will do well.

Gloves has proven that already in previous quarters.

Vaccine as we know has low profit margin(<5%) for our Msian pharma companies as we do not produce them, only fill and finish packaging.

Furthermore, msian pharma needs to pay these multinational pharma to produce this patented vaccine.

Besides, by the time it has completed approval by MOH, NPRA,etc and release to public as safe and reliable vaccine, it would be quarter 4 2021.

Sri Trang Thailand has 33 bil capacity only.
Global demand is currently over 320 bil with current supply(Big 5) less than 230 bil.
The rest has to be delivered next year which is a backlog of more than 9 months.

Winter is coming

https://www.thestar.com.my/news/nation/2020/08/31/moh-preparing-for-possible-covid-19-winter-spike-says-health-dg

Understanding vaccine before you preach (from CDC).

Unlike most medicines, which treat or cure diseases, vaccines prevent them.

https://www.cdc.gov/vaccines/vpd/vpd-vac-basics.html

Many people here thought that:

Vaccine = Cure

Reality, vaccine is merely a tool to help prevent.

Do you know your yearly flu shots taken (does not guarantee) you won't be infected with flu?

https://www.webmd.com/vaccines/flu-shot-guidelines-for-adults#1

To be honest, let's put our thinking cap on.

Firstly, there's only the main Top5 glove companies in the world (4 in Msia, 1 in Thai) supporting the world's demand of glove for this historic Covid-19 event. Gloves is still required after pandemic though significantly less than currently in hospitals, medical centres, science laboratory,food industries,tech industries,etc

Secondly, there's many vaccine manufacturers in the world as many as 20-30 companies. Most developed countries have their own manufacturers of vaccine. Vaccine is required only for a short period during pandemic till everything is under control.


Overall, you should be able to determine the long term values that both can provide.

Let the share price determine who is right or who is wrong.
Why bother to debate?

Time will tell before the year 2020 ends.

During pandemic like this, the US ban will have no impact on sales/revenue as the plan capacity allocated for US can be routed to other countries with urgent need.

Backlog 590 days for Nitrile glove. Refer to the company website.

US has their annual seasonal flu between Oct to Feb which may compound the infection rates.
Besides that, Huricane Laura may cause additional problems to the community in the south.

https://www.cdc.gov/flu/about/burden/index.html#:~:text=While%20the%20impact%20of%20flu,61%2C000%20deaths%20annually%20since%202010.

If vaccine arrive , still need 12to 18 months testing by Malaysia National Pharmaceutical Regulatory Agency (NPRA) & Ministry of Health Malaysia.

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Science, Technology and Innovation Minister Khairy Jamaluddin said DPharma and Pharmaniaga would be involved in the fill-and-finish processes for Covid-19 vaccines, once they are available. However, Khairy later clarified that the packaging for these vaccines would not be exclusively managed by these two firms.

It depends on the type of Covid-19 vaccines that become available. The line has first to be validated with a new vaccine prior to full scale production, which typically takes 12 to 18 months to complete.

https://www.thestar.com.my/business/business-news/2020/08/08/duopharma-eyes-packaging-for-covid-19-vaccines

It should be over RM3 bil for revenue with Spot Order representing more than 15% of total capacity.

https://www.thestar.com.my/business/business-news/2020/08/08/duopharma-eyes-packaging-for-covid-19-vaccines

Science, Technology and Innovation Minister Khairy Jamaluddin said DPharma and Pharmaniaga would be involved in the fill-and-finish processes for Covid-19 vaccines, once they are available. However, Khairy later clarified that the packaging for these vaccines would not be exclusively managed by these two firms.

It depends on the type of Covid-19 vaccines that become available. The line has first to be validated with a new vaccine prior to full scale production, which typically takes 12 to 18 months to complete.

KUALA LUMPUR (Aug 25): The Ministry of Health suspects that the Covid-19 cases from the Tawar cluster in Kedah and Penang could have been caused by the highly infectious D614G mutation.

Bernama had quoted him as saying that the D614G mutation was first detected in July, and studies may reveal that any existing vaccine is ineffective against the mutation.


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https://www.theedgemarkets.com/article/covid19-tawar-cluster-cases-could-have-been-caused-mutated-d614g-strain

KUALA LUMPUR (Aug 25): The Ministry of Health suspects that the Covid-19 cases from the Tawar cluster in Kedah and Penang could have been caused by the highly infectious D614G mutation.

Bernama had quoted him as saying that the D614G mutation was first detected in July, and studies may reveal that any existing vaccine is ineffective against the mutation.

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https://www.theedgemarkets.com/article/covid19-tawar-cluster-cases-could-have-been-caused-mutated-d614g-strain

Researchers in Hong Kong on Monday reported what appears to be the first confirmed case of Covid-19 reinfection.The strength and durability of the immune response is also a crucial factor in how long vaccines will be effective for, and for how often people might need a booster dose.


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https://www.cnbc.com/2020/08/24/first-covid-19-reinfection-documented-in-hong-kong-researchers-say.html

Researchers in Hong Kong on Monday reported what appears to be the first confirmed case of Covid-19 reinfection, a 33-year-old man who was first infected by SARS-CoV-2 in late March and then, four and a half months later, seemingly contracted the virus again while traveling in Europe.

The case raises questions about the durability of immune protection from the coronavirus. The strength and durability of the immune response is also a crucial factor in how long vaccines will be effective for, and for how often people might need a booster dose.


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https://www.cnbc.com/2020/08/24/first-covid-19-reinfection-documented-in-hong-kong-researchers-say.html

Malaysia don't produce the vaccine. Only manufacture on behalf of large Pharma MNC eg: Sanofi, Moderna,etc

Have to pay the MNC pharma ,fees, royalties and %profit sharing for the vaccine patent as well.

Any idea why Tadmax is selling its remaining shareholding(40%) in the power biz to Worldwide?

The ASP price iquoted for Spot Price only. Please take note.

I was wondering when you posted the first blog with a new id.
Firstly, if this is a secret conversation that would make you rich, why would you want to share with us.

Secondly, the Uncle is possibly a fictional character in your mind. Trying to cook something up, as you had dip into this stock at high price.

What are you up to?
Another case of unsound mind people losing money in the past?

Old news about the sale back in 2019.
Now finally conclude

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=2960661

Good write up. Factual and honest opinion.
Being realistic.
Thumbs up.

It will be lower than 0.50, after the Rights issue

Yes, it's very sad to see the news.

If I'm a scientist trying hard to figure out the solution of Covid-19 strain A, before even commercialise, the virus had mutated into Covid-19 strain B.

How to produce a vaccine if it keeps mutating?

It never occur to me that Covid-19 can mutate.
Then the months of R&D effort and money for the vaccine is all wasted.
Those Bursa Listed companies trying to produce vaccines are going to make losses as the vaccine works one one of the man types of Covid-19.

Sounds weird but it is actually quite a serious matter.
While many of us enjoying profits of money from Glove but the fact that our lives are at stake with new strains mutating.

You are right gemfinder.

A word of advice for everyone out there, if you have no upfront cash , please do not trade.

Trade only with your excess cash other than your savings/FD/etc.

Don't cause hurt by making unnecessary risk of losses to you and your love ones at home especially in this difficult and challenging times.

Health director-general (D-G) Datuk Dr Noor Hisham Abdullah said this means the community has to be more careful as the Covid-19 virus with the D614G mutation has been detected in Malaysia.

"It is found to be 10 times easier to infect other individuals and easier to spread, if spread by 'super spreader' individuals.

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https://www.theedgemarkets.com/article/health-dg-covid19-virus-d614g-mutation-detected-malaysia

Wow.
Never knew Contra ban can affect so many people here.
In other words, many here are either trading without cash at hand or trying to make instant gain by trading intraday.

@ OTB
How do you know August & September ASP increase by 30% respectively?

@greedy44444

No need "if".

It's confirm.

Check out the last 5 biz venture the company proposed, nothing actually materialized since 2010.

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Posted by greedy44444 > Aug 10, 2020 5:55 PM | Report Abuse

If this company failed to deliver the vaccine surely it will crash to 30 cents

@ GooShen

Too bad Donald Duck will only be around till Nov 2020.
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Posted by GooShen > Aug 10, 2020 12:19 PM | Report Abuse

Don’t be silly. Trump want to bring down the tech sector to make room for its tech company to chase up the gap fall behind China. 3-5 years tech will be like furniture stock.

Anyone has any news or updates on Top Glove banned gloves in US Customs and Border Protection (CBP)?

Almost 1 month already.

Please share.

1. Below 300mil

He may have predicted it for best case scenario.
However, it's only achievable the following 1-2 quarters where ASP hikes are 30% in July-Sept and another 30% in Oct-Dec as per company's management guidelines.
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Posted by Apple391 > Aug 5, 2020 5:23 PM | Report Abuse

I was just thinking who predicted 400m to 600m PAT and gave false hope to the market? Is he still in this group? No hard feeling but this always happen when everyone want to become sifu before qr. After this will be kossan, supermax and tg. When qr out sifu run away

A disappointing QR. Probably due to slow increase in ASP as compared with Supermax and Topglove

Those who are joining the AGM should ask this questions:
1. Why major shareholder is disposing his own shares of 64,650,000 lately?
To whom?
2. Is the company plans to explore precision cleaning in medical devices to reduce dependency on semiconductor earnings.
3. Will the company be expanding the operations to support TSMC new plant in US?
4. Will the company be providing cleaning services to SMIC china?

AGM is tomorrow at Eastin Hotel.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3066183

Anyone here joining?

QR result should be out in a few weeks time.
Looking forward for a better result than previous QR, as overseas job backlogs in April/May can be cleared and reflected in this coming one.

The pharmaceuticals in Malaysia helps to manufacture and package the vaccine.

Malaysia population is around 32 million.

We have 3-4 large pharma.

How much vaccine to produce for Malaysia?

What is the profit margin?(after net off royalty,licensing,etc for the foreign entity)

How many Malaysians will be willing to take the shots assuming fully sponsored by Government of Malaysia?

@pBlue

Just for your info, NZ Foodstuff generates revenue of over NZ$7 billion per annum.

Though I do agree the impact from NZ for Top Glove is minimal.
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Posted by pBlue > Jul 29, 2020 4:54 PM | Report Abuse

Just one supermarket chain. They will take TG gloves off their shelves until the issue of force labor is resolved.

Not a government ban.
Not a boycott by all supermarket.
Just one chain. And from the sounds of it, it is a products that has already been sold by TG.

New Zealand has a population of 4.8 million.

Posted by haihai > Jul 29, 2020 4:46 PM | Report Abuse
New Zealand banned all TG product?

The major shareholder had been disposing 64,650,000 since May 2020 to someone.

The company is always able to have private placement.

The question is why reduce his stake?

Bonus issue ex-date soon.
New medical biz to bring additional income.
Expecting better results in a few weeks time

Actually I was thinking, if vaccine is out, would anyone try it?
Normally, it takes like 2-3 years with proper trials and testing before it is commercialized.

Now most advanced pharmaceutical companies are rushing their trials and testing in hope for year end 2020 commercialization.

In other words, it would take them only 6-7 months to produce them.
Will there be any side effects to our health?
Does it cause any other unwanted irritations or harmful effect?
Do the large multinational pharmaceutical publish all their results and being transparent about those failed test?

Question is anyone interested to be the live guinea pig?

The disposal is not in the open market.
It's likely that it was sold to someone close.

Not sure why people are chasing this counter when the contract is not a profitable biz.

Do you know it's gross profit margin is only 3%-5% pa, thus the net profit margin is between 1%-2% pa.

As contract is lock in for 5 years forward, manpower or resources of workers especially migrant workers normally increase 5% pa.

Almost razor thin profit.

Any slight mistake, would be net losses for next 5 years.
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https://www.theedgemarkets.com/article/bioalpha-active-surges-39-rm21b-contract-supply-health-food-products-china

Will this be another round of set back for Tan Sri Lim.
Looks like not easy for IWH-CREC to pay the balance of the RM1.1 billion for Bandar Malaysia.
Last round in 2017/2018 also didn't manage to pay the deposit balance.


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https://www.theedgemarkets.com/article/iwhcrec-gets-extension-settle-rm11b-outstanding-bandar-malaysia-acquisition-deposit